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Disclosery

Stolper Co: PSX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stolper Co on PSX, newest first. How the timeline and the estimate are built.

Stolper Co held 48,609 PSX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,609 shares
    Change vs previous 13F +4,908 shares

    2.12% of the 13F portfolio, value $8,217,000.

    13F-HR 0001808195-26-000003 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,701 shares
    Change vs previous 13F -2,463 shares

    0.14% of the 13F portfolio, value $509,000.

    13F-HR 0001808195-26-000002 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,164 shares
    Change vs previous 13F +596 shares

    1.75% of the 13F portfolio, value $5,957,000.

    13F-HR 0001808195-26-000001 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 45,568 shares
    Change vs previous 13F -67 shares

    1.88% of the 13F portfolio, value $6,198,000.

    13F-HR/A 0001808195-25-000011 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,635 shares
    Change vs previous 13F -512 shares

    1.79% of the 13F portfolio, value $5,444,000.

    13F-HR 0001808195-25-000008 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,147 shares
    Change vs previous 13F -137 shares

    1.87% of the 13F portfolio, value $5,698,000.

    13F-HR 0001808195-25-000006 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,284 shares
    Change vs previous 13F +695 shares

    1.76% of the 13F portfolio, value $5,273,000.

    13F-HR 0001808195-25-000001 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,589 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $5,993,000.

    13F-HR 0001808195-24-000010 filed by Stolper Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).